Client Services Advisor
at DBJ Wealth Management
in
New Hartford,
New York
Posted in Other 6 days ago.
Type: full-time
Job Description:
Job description
A Lead Client Service Advisor serve primarily in a service capacity alongside Lead
Advisors. Their business development efforts typically take the form of supporting
financial advisors, current client contact and interface, as well as administrative
duties. This role will be heavily focused on building the in-between from the first
client meeting to the proposal meetings with our high net worth clients.
Responsibilities:
? Heavily focused on product knowledge as well as:
*Deferred Comp plans
* Analytics
* Income taxation
*Investment proposals/funding
* SERP plans/Illustrations
? Client communication and attention to detail a must
? Investment registrations are preferred
Experience: 5+ years
Designations: Have acquired or on path to acquire your CFP or CPA